Features

Software for Scheduling, Planning & Managing Resources

Extensive Resource Scheduling & Planning Features With
Management Reports
Project Resource Management Software



Administrative Features

Admin Module - Resource Planning Software
  • Manage custom resource types E.g. Employees, Equipment etc.
  • Multiple working calendars to suite unique working patterns.
  • Configurable groupings i.e. Teams, Departments, Office etc.
  • Modifiable screen names.
  • Define access rights for every user.
  • Set default filters & views on every screens.
  • Export to excel & print available on every screen.
 
  • Maintain accurate resource profiles with groupings, roles, cost / billing rates etc.
  • Custom attributes for different resource types.
  • Define starting & last working day for every resource.
  • Define primary & secondary roles of every resource.
  • Apply custom working calendar according to resource's working pattern.
  • Define cost & billing rates for every resource.
  • Import resources using an excel template.

Resource Screen

Resource Screen - Resource Scheduling Software  

Project Screen

Project Screen - Resource Management Software
  • Maintain accurate project profiles.
  • Define projects as billable or non-billable.
  • Define projects as confirmed or unconfirmed.
  • Assign unique colour to every project for easy identification.
  • Define projects as paid / unpaid leaves to facilitate leave bookings.
  • Import projects using excel template.
  • Change project status to 'Closed' to prevent further bookings.
 
  • View resource commitments & availability on chart view.
  • Filters help identify the right resource for right job.
  • Drag & drop scheduling.
  • Schedule resources in hourly, daily or monthly view.
  • Define booking effort in Percentage, Hours or Daily Avg Hours.
  • Define booking as billable / non-billable, confirmed / unconfirmed.
  • System displays warnings for resource overload, booking outside working hours etc.

Scheduling Chart

Scheduling Chart - Resource Planner  

Booking List

List View - Resource Scheduler
  • Schedule resources in list view.
  • Create bookings for few minutes, weeks, months or years.
  • Filter and organize bookings for better management.
  • Organize bookings as per projects, resources, manager etc.
  • Send booking notifications through e-mails.
  • Send bookings directly to resource's MS Outlook calendar.
  • Export booking data to excel.

 

 
  • Capture actual time spent on projects / bookings.
  • Set timesheet to weekly, monthly or custom format.
  • Comments can be entered for every time entry.
  • Define approval method (Automatic or Manual) for every resource.
  • Define timesheet entry / approval rights for every user.
  • Select individual or multiple entries for submission / approval.
  • Timesheet helps reporting on actuals i.e. Utilization, cost, profit etc.

Timesheet

Timesheet - Resource Management Tool  

Utilization Report

Utilisation Report - Resource Planner
  • View utilization & availability report at different levels.
  • Custom reporting colors help identify important information.
  • Report can be viewed in different units (%, Hours etc.) & views.
  • Filters & organizing options help slice & dice information.
  • Compare planned v/s actual utilization / availability.
  • Rich & informative graphs for easy understanding.
  • Export data to excel for further analysis.
 
  • Accurately forecast resource shortage and surplus.
  • Slice & dice information by using filters and organizing options.
  • View report at different levels i.e. office, role etc.
  • View report in hours, standard days & FTE (Full Time Equivalent).
  • View report in days, weeks, months etc.
  • Rich graphs assist in quick interpretation of information.
  • Export data to excel for further analysis.

Forecasting Report

Forecasting - Resource Management Tool
 

Financial Report

Financial - Resource Scheduler
  • Review cost, revenue & profit figures.
  • Slice and dice data using filters and organize by options.
  • View report at different levels i.e. Projects, resources, managers etc.
  • Identify most & least profitable projects & resources.
  • Report highlights figures that need attention.
  • Informative graphs help in interpretation & comparison of financial performance.
  • Export data to excel for further analysis.

 

Tour page provides quick overview & highlights main features of our resource management software. Fill the form on trial page to get started with fully functional 14 day free trial of our resource planning software and evaluate it in your business environment. Visit web demo page to request obligation free personal web demo of our resource planning program.

Our resource scheduler offers concurrent user licensing structure, visit licensing page for more information. Our resource management tool is a client server application, technical information page outlines installation options and requirements. If you have any queries regarding our resource planner, then kindly go through frequently asked questions. You can also use contact us form if you have any queries about our resource management application.